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Francis Financial’s Viatris VTRS Stock Holding History

Francis Financial’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
13,199
+211
+2% +$3.27K 0.03% 130
2026
Q1 		$175K Hold
12,988
– – 0.03% 115
2025
Q4 		$162K Hold
12,988
– – 0.03% 111
2025
Q3 		$151K Sell
12,988
-221
-2% -$2.15K 0.03% 130
2025
Q2 		$118K Sell
13,209
-13,974
-51% -$118K 0.03% 95
2025
Q1 		$237K Sell
27,183
-462
-2% -$4.85K 0.06% 78
2024
Q4 		$336K Buy
27,645
+586
+2% +$7.2K 0.09% 69
2024
Q3 		$314K Buy
+27,059
New +$312K 0.08% 73

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Francis Financial's VTRS Position: Q2 2026 in Review

Francis Financial increased its Viatris (VTRS) stake by 1.6% in Q2 2026, buying an estimated $3.27K and bringing the position to 13,199 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #130.

Francis Financial first reported a position in VTRS in Q3 2024 and has held it in 8 quarters since. The position peaked at $336K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Francis Financial held 13,199 shares of Viatris worth $210K as of Q2 2026.
  • Francis Financial bought 211 Viatris shares in Q2 2026, an estimated $3.27K.
  • Viatris made up 0.03% of Francis Financial's portfolio in Q2 2026, its #130 holding.
  • Francis Financial first reported a position in Viatris in Q3 2024 and has held it in 8 quarters since.
  • Francis Financial's Viatris position peaked at $336K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.